Reviews written by kellyb904
15 results - showing 1 - 15
kellyb904
November 19, 2018
Rating
5.0
Always grounded in current data and good historical references
Rating
4.0
amazing that Bob Keebler and A4A were able to provide this webinar so quickly
Rating
4.0
I like that he will make a statement and then back it up with slides, for example his explanations of the Fed Funds rate and how they manipulate the economy...
Rating
5.0
I like the way he shows that Wall Street experts are not so expert
Rating
5.0
Fritz's slides and information is great
Rating
5.0
-
Rating
5.0
-
Rating
4.0
logged in @ 4:40 so did not hear most of presentation
Financial Planning
kellyb904
November 03, 2009
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
Still new to program
Too new to program to evaluate fairly. Having difficulty with what-ifs.
CRM Software
kellyb904
November 03, 2009
Overall rating
2.4
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
3.0
Security
3.0
Pricing
3.0
Good so far, still new to program
Still haven't used the program all that long.
15 results - showing 1 - 15